Asset manager · Atlanta, GA
Atlanta Consulting Group Advisors, LLC
SEC-registered investment adviser · CRD 288169 · SEC 801-112054
At a glance
Atlanta Consulting Group Advisors, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $14.7 billion in regulatory assets under management as of its Form ADV filed April 27, 2026. Its largest client group by assets is charitable organizations, and it reports 277 individual clients. By Form ADV it is a asset manager, ranked 424th of 3,218 asset managers and 1,053rd of 17,210 SEC-registered advisers by assets.
Main office 888-317-2810acgconsulting.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $15B
- Rank among asset managers
- #424 of 3,218
- Rank among all SEC RIAs
- #1,053 of 17,210
- Rank in Georgia
- #13 of 331
- Individual clients
- 277
- High-net-worth clients
- 50
- Accounts
- 1,727
- Discretionary
- 15% of AUM
- Employees
- 23
- Advisory staff
- 10
- Offices
- 12
Owners and executives on its Form ADV
- Roderick E. HennekPartner
- Matthew C. BauderManaging Member
- Kurt R. HennekManaging Member
- Michael F. MalloyPartner
- Gary R. SchaferManaging Member
- Michael J. ButkusPartner
- James K. AndersonPartner
- Mary C. JohnstonChief Compliance Officer
- Robert A. BrewerPartner
Custody and brokerage
Broker-dealer
Hybrid RIA
Atlanta Consulting Group Advisors, LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Kingswood Capital Partners and Raymond James as the broker-dealer its advisers are registered with.
Certain employees of ACG are also Registered Representatives of Kingswood Capital Partners, LLC (“Kingswood”), a FINRA and SIPC member and registered broker - dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 53 | $4.6B | 31% |
| Pension and profit sharing plans | 20 | $4.0B | 27% |
| High-net-worth individuals | 50 | $3.0B | 20% |
| Corporations or other businesses | 14 | $2.4B | 16% |
| Insurance companies | – | $401M | 3% |
| Individuals | 227 | $302M | 2% |
| State or municipal government entities | – | $8M | <1% |
Disciplinary disclosures
Atlanta Consulting Group Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗acgconsulting.com ↗
AtlasMembers
The full record on Atlanta Consulting Group Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 479 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Atlanta Consulting Group Advisors, LLC manage?
Atlanta Consulting Group Advisors, LLC reports $14.7 billion in regulatory assets under management across 1,727 accounts, 15% of it on a discretionary basis, on its Form ADV filed April 27, 2026.
What kind of firm is Atlanta Consulting Group Advisors, LLC?
Atlanta Consulting Group Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Atlanta Consulting Group Advisors, LLC’s clients?
By assets, its largest client types are charitable organizations ($4.6 billion, 53 clients); pension and profit sharing plans ($4.0 billion, 20 clients); high-net-worth individuals ($3.0 billion, 50 clients).
Does Atlanta Consulting Group Advisors, LLC have any disciplinary history?
Atlanta Consulting Group Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Atlanta Consulting Group Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →